Advisor Group’s First Hawaiian FHB Stock Holding History

Advisor Group’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$137K	Sell	4,716 -789	-14%	-$22.2K	﹤0.01%	2694
2019 Q3	$146K	Sell	5,505 -89	-2%	-$2.31K	﹤0.01%	2576
2019 Q2	$144K	Buy	5,594 +571	+11%	+$15.1K	﹤0.01%	2574
2019 Q1	$130K	Buy	5,023 +1,648	+49%	+$42.6K	﹤0.01%	2625
2018 Q4	$75K	Sell	3,375 -401	-11%	-$9.91K	﹤0.01%	2876
2018 Q3	$103K	Buy	3,776 +786	+26%	+$22.5K	﹤0.01%	2732
2018 Q2	$87K	Buy	2,990 +1,017	+52%	+$29.3K	﹤0.01%	2637
2018 Q1	$55K	Buy	1,973 +12	+0.6%	+$349	﹤0.01%	2985
2017 Q4	$57K	Sell	1,961 -48	-2%	-$1.41K	﹤0.01%	2980
2017 Q3	$61K	Buy	+2,009	New	+$58K	﹤0.01%	2786

Other funds holding FHB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Advisor Group's FHB Position: Q4 2019 in Review

Advisor Group reduced its First Hawaiian (FHB) stake by 14% in Q4 2019, selling an estimated $22.2K and leaving 4,716 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Advisor Group first reported a position in FHB in Q3 2017 and has held it in 10 quarters since. The position peaked at $146K in Q3 2019. 224 funds tracked by Wall St. Rank hold FHB as of Q4 2019.

Advisor Group held 4,716 shares of First Hawaiian worth $137K as of Q4 2019.
Advisor Group sold 789 First Hawaiian shares in Q4 2019, an estimated $22.2K.
First Hawaiian made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2694 holding.
Advisor Group first reported a position in First Hawaiian in Q3 2017 and has held it in 10 quarters since.
Advisor Group's First Hawaiian position peaked at $146K in Q3 2019.
224 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.